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Automation not working in Form

  • October 16, 2023
  • 3 replies
  • 53 views

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Hi everyone,

I have an automation here that works perfectly fine when I add a new dataset into my grid view. Once I switch to a form to add a new dataset the automation doesn't work properly. The automation I duplicated starts but the value is wrong. With a single automation nothing at all happens.

Not sure what it is. Maybe the trigger "when record is updated" vs "when record is created". I duplicated everything tried to keep everything the same, which is not really possible. There are some minor differences.

Here is what I have:

Trigger (when record is updated)

Action (update record)

 

 

Here is the other automation the creates a wrong value:


Trigger (when a record is created)

Action (update record)



Best answer by Eren1

Someone in our office managed to do it after three others failed.

She created a single select field with value (1/0). Default is 1.

In the final step of the automation it puts it in 0. This is how to fix the sequence problem

 




3 replies

Databaser
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  • Brainy
  • October 16, 2023

Hmm, have you tried the trigger "when a form is submitted"? Could possibly also have to do with the order and speed of things. If the automation action to get the data from the lookup field is faster then the lookupfield itself (link record + fetch data), it might have nothing to update. Just guessing here. 

Alternative could be to use "when record matches conditions" as a trigger, with the conditions "linked field not empty" + "Kilometerstand Start is empty", and then an the update action. 


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  • Author
  • Inspiring
  • October 17, 2023

Hmm, have you tried the trigger "when a form is submitted"? Could possibly also have to do with the order and speed of things. If the automation action to get the data from the lookup field is faster then the lookupfield itself (link record + fetch data), it might have nothing to update. Just guessing here. 

Alternative could be to use "when record matches conditions" as a trigger, with the conditions "linked field not empty" + "Kilometerstand Start is empty", and then an the update action. 


No, did not work 😞

I found another post where someone suggest to use a script

 


Forum|alt.badge.img+5
  • Author
  • Inspiring
  • Answer
  • October 18, 2023

Someone in our office managed to do it after three others failed.

She created a single select field with value (1/0). Default is 1.

In the final step of the automation it puts it in 0. This is how to fix the sequence problem